DISCOVER PROJECT

DISCOVER PROJECT

Kaiser Permanente - Sunny Benefits

AI Healthcare Rewards Platform

Engagement Platform Design for Member Retention
Kaiser is a white-labeled rewards and benefits experience powered by Sunny, built to help members earn rewards and use health dollars with confidence.
It brings together rewards, eligibility, and omni-channel shopping in one compliant platform, making it easier for Kaiser members to understand what they can buy and complete purchases across online and in-store paths.

key
responsibilities

UX Strategy / UX Audit / Research / UX Design / UI Design / Usability Testing / Design System / Accessibility Standards / Team Management

Project Overview

Sunny provides a white-labeled rewards and benefits platform deployed by health plans like Kaiser. The strategic UX/UI overhaul streamlined the member experience across rewards, eligibility, and omni-channel Shop, while scaling a design system and accessibility standards to support compliant tenant delivery and future AI personalization.

Core Capability
Core Capability
Core Capability
Unified rewards, eligibility, and omni-channel Shop experience, with early AI foundations for personalization and loyalty.
Unified rewards, eligibility, and omni-channel Shop experience, with early AI foundations for personalization and loyalty.
Unified rewards, eligibility, and omni-channel Shop experience, with early AI foundations for personalization and loyalty.
Outcomes
Outcomes
Outcomes
Improved new account adoption (+12.5%) and accelerated design-to-delivery speed through a scalable Figma design system (35% faster cycles) and improved handoffs (25% faster).
Improved new account adoption (+12.5%) and accelerated design-to-delivery speed through a scalable Figma design system (35% faster cycles) and improved handoffs (25% faster).
Improved new account adoption (+12.5%) and accelerated design-to-delivery speed through a scalable Figma design system (35% faster cycles) and improved handoffs (25% faster).
Compliance
Compliance
Compliance
Built an accessibility standards program grounded in WCAG and ADA, aligned to HIPAA needs, with repeatable reviews and a full audit deliverable to support regulated client environments.
Built an accessibility standards program grounded in WCAG and ADA, aligned to HIPAA needs, with repeatable reviews and a full audit deliverable to support regulated client environments.
Built an accessibility standards program grounded in WCAG and ADA, aligned to HIPAA needs, with repeatable reviews and a full audit deliverable to support regulated client environments.

CHALLENGE / SOLUTION

Challenge
Challenge
Challenge
The core challenge for Sunny was to turn complex benefits rules and early AI personalization into an experience members would actually trust and use. Health plans needed a compliant platform that explains eligibility in plain language, guides people through Shop and rewards with confidence, and fits cleanly into real spending, support, and engagement routines.
The core challenge for Sunny was to turn complex benefits rules and early AI personalization into an experience members would actually trust and use. Health plans needed a compliant platform that explains eligibility in plain language, guides people through Shop and rewards with confidence, and fits cleanly into real spending, support, and engagement routines.
The core challenge for Sunny was to turn complex benefits rules and early AI personalization into an experience members would actually trust and use. Health plans needed a compliant platform that explains eligibility in plain language, guides people through Shop and rewards with confidence, and fits cleanly into real spending, support, and engagement routines.

Solution

The solution was a user-centered redesign of Sunny’s core app and Shop, shaped by real member journeys and client requirements. We simplified eligibility into clear steps, mapped online and in-store flows, and built a Figma design system that made delivery consistent across tenants like Kaiser. This gave Sunny a clearer product story, a calmer experience for members, and a stronger base for scaling engagement, loyalty, and AI-driven personalization.

UX Strategy
Roadmap

This UX strategy roadmap is how I kept Sunny moving from insight to shipped outcomes without losing alignment. It starts with research, where I combine audits, stakeholder input, and data to define the real problems behind eligibility confusion, Shop drop-off, and tenant inconsistencies. From there, the work moves into UX design, where I map the information architecture, user flows, and journeys, then translate them into wireframes and usability checks that validate the core path before we invest in polish.

Once the structure is right, I guide UI design through prototypes, style direction, and the design system so the Core and Premium experiences stay consistent across tenants like Kaiser. Implementation focuses on clean handoff and QA so what we design ships as intended, including accessibility and compliance requirements. Post-launch, we close the loop with feedback and performance signals, then feed learnings back into the next cycle to keep improving engagement, clarity, and delivery speed.

Design philosophy: simplify complex benefits and eligibility into clear, accessible, and compliant experiences that members can trust and teams can scale.

User Interface Design

Design System

Design System

Accessibility Standards Playbook

Accessibility Standards Playbook

Final Visual User Interface Design

Final Visual User Interface Design

The finalized Kaiser interface brings the design system to life, translating structure, clarity, and trust into a cohesive experience that guides members through earning rewards, understanding eligibility, and shopping across channels.

By redesigning the platform around plain-language guidance, consistent patterns, and accessibility-first standards, we reduced confusion and increased confidence at the moment of purchase, strengthening both member trust and Kaiser’s ability to scale a compliant experience.

Achievements

Real-world results from the Kaiser experience powered by Sunny, showing measurable improvements in member clarity, engagement, and delivery efficiency across rewards, eligibility, and Shop.

New account adoption

0
%

%

Shop completion rate

48
%

%

Design-to-delivery speed

0
%

%

Support volume

0
%

%

Testimonials

These testimonials from members and Kaiser stakeholders provide third-party validation that Sunny delivers real value. They build trust in the platform and confirm the impact of the UX improvements on daily shopping, eligibility understanding, and rewards engagement.

"

“Shopping feels simpler now. I can tell what’s eligible and I’m not afraid to check out.”

⸺ MEMBER

"

“The eligibility messages finally make sense. When something is denied, I know what to do next.”

⸺ MEMBER

"

“Shopping feels simpler now. I can tell what’s eligible and I’m not afraid to check out.”

⸺ CLIENT SUPPORT LEAD

"

“The eligibility messages finally make sense. When something is denied, I know what to do next.”

⸺ KAISER STAKEHOLDER

"

“Accessibility is no longer an afterthought. The standards and audits gave us a repeatable way to ship with confidence.”

⸺ COMPLIANCE LEAD

"

“We rolled this out with more confidence because the patterns are consistent and the accessibility requirements are clear. It’s easier to review, approve, and maintain.”

— KAISER PROGRAM OWNER

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4th July 2025

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happy to help.